Financial Operations Manager

Overview

A growing platform supporting regional accounting firms is seeking a Financial Operations Manager to oversee three key areas within the Finance & Accounting Team: Finance Team integrations, Group Purchasing & Leases, and Insurance management. This role is responsible for managing seamless transitions as new partner firms join the platform, including treasury setups and account transfers. The position requires strong relationship management skills, exceptional organization, and a focus on continuous process improvement.

This is a remote role with optional office locations in New York City or Boston.

Responsibilities

Finance Team Integrations

• Lead end-to-end finance integration for newly acquired partner firms, including bank account creation and related cutover activities.
• Manage adherence to finance checklists and coordinate handoffs from the Partnerships team.
• Use project management tools to maintain plans across multiple acquisitions, proactively identifying and resolving bottlenecks.

Group Purchasing & Leases

• Manage the group purchasing program, tracking vendor discount usage and onboarding partner firms to contracts.
• Identify new spend categories for negotiated savings.
• Oversee the real estate portfolio in partnership with external brokers, coordinating lease reviews, renewals, and rationalization to reduce occupancy costs.

Insurance Program Management (Property & Casualty)

• Coordinate the annual insurance renewal process, gathering exposure data and managing timelines with insurance brokers.
• Support leadership on captive insurance program activities, tracking workstreams and maintaining documentation.

Operating Standards & Continuous Improvement

• Develop and maintain standard operating procedures, checklists, and tracking systems to bring structure to complex workflows.
• Identify and improve inefficient processes using AI tools and automation to reduce manual work and enhance team performance.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• Minimum 4 years of experience in project management, integrations, operations, or related finance/accounting roles in fast-paced environments such as management consulting, private equity-backed companies, banking, or startups.
• Excellent communication skills with the ability to engage professionally and confidently with partner firm leadership.
• Strong organizational skills and ability to manage multiple workstreams in ambiguous, high-growth settings.
• Proactive continuous improvement mindset with experience leveraging AI or automation tools.
• Preferred experience with M&A, vendor management, insurance, or real estate administration.
• Familiarity with private equity-backed or multi-entity environments is a plus.
• Proficiency in Microsoft Office Suite, especially Excel; experience with project management software (e.g., Wrike) and treasury platforms (e.g., JPMorgan) is advantageous.

Compensation & Benefits

• Competitive cash compensation with equity bonus opportunities.
• Comprehensive benefits package.
• Immediate start date preferred.

Location

• Remote work option available.
• Optional office presence in New York City or Boston.